Versioned snapshots.
Time-travel to any past day.
Every published report becomes a frozen, versioned snapshot with a unique ID. Open any past date and see it exactly as it was published: same numbers, same commentary, same sources.
- Sequential issue ID (format MMDD-YY #)
- Digital signature with SHA-256 hash of data
- Visual diff between successive snapshots
- PDF/HTML export with watermark
- Configurable retention (30d / 1 year / unlimited)
Built-in AI.
Commentary, Q&A, executive summary.
VortexDesk's AI is not a generic chatbot. It works on your historical data, with configurable prompts for tone and domain, and always cites the sources it draws from.
- Automatic commentary on snapshot publish
- Q&A on historical data with citations to source snapshots
- Multi-day / multi-week executive summary
- Configurable prompts for tone (research, board, client)
- Guardrails: AI does not invent missing data
Your virtual coworker.
You train it, over time.
Vortex AI is not a generic chatbot. It's a conversational assistant that lives inside your desks, has access to your historical data and to the sources you give it, and learns from how you work. The more you use it, the more accurate it becomes on your domain.
- Private knowledge base. Upload PDFs, notes, procedures, internal glossaries. Only you and your team see them.
- Source citations. Every answer links the snapshot, document or RSS feed it was drawn from.
- Persistent memory. Remembers preferences, terminology and your industry context across sessions.
- Inline feedback. Thumbs up / down and corrections: the assistant calibrates itself to your standard.
- Cross-desk. Sees Oil, Marketing, Finance, My Company together: cross-cutting questions across all active modules.
- Team-aware. Knows who published what, who to ask, who to route a task to.
Team & collaboration.
Who does what, when, with which role.
VortexDesk is designed for teams working together on the same report. Analyst, team lead, editor, viewer: each has their own role, permissions and view.
- Roles: admin / editor / analyst / viewer / external
- Real-time presence (who is looking at what)
- Threaded comments on individual blocks
- Personal draft → promoted to official snapshot
- Audit trail: who published, when, what changed
Multi-source ingest.
Data enters as it arrives today.
No ETL, no IT projects. Three ingestion modes covering 90% of a standard daily report.
Manual upload
Drag & drop CSV, Excel, tabular PDF. Automatic parsing with preview before publishing.
Email digest
Dedicated address per module. Attachment and body parsing with configurable rules.
API connectors
Ready-made connector libraries for common sources. Anything else via webhook or on-prem agent.
BYO credentials
Bring your own: source credentials remain the client's. We use them and discard them — never stored server-side.
Schedule & validation
Configurable cron jobs, pre-publish validation, alerts on missing or anomalous sources.
Manual fallback
If a source does not respond, the report still publishes with available data plus an alert.
Quick Chart builder.
Ad-hoc charts, fullscreen on every panel.
Inside every module, the Quick Chart builder lets you create ad-hoc charts on any combination of available metrics and periods. Every panel is expandable to full screen for users on multiple monitors.
- 5 chart types (spot / forward / spread / crack / calendar)
- Persistent saving of favourite charts
- PNG 2x export for inclusion in external reports
- Chart sharing with the team via link
- Fullscreen with ESC to close — designed for desk use
See them in action on Oil Desk.
The first live module already uses all these features. Open it, click around, look inside.